WPW

Warther Private Wealth Portfolio holdings

AUM $418M
1-Year Est. Return 26.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.87M
3
+$4.36M
4
NU icon
Nu Holdings
NU
+$3.57M
5
PNC icon
PNC Financial Services
PNC
+$3.5M

Top Sells

1
+$3.69M
2
+$3.62M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$2.27M
5
DE icon
Deere & Co
DE
+$1.97M

Sector Composition

1 Technology 34.38%
2 Financials 22.85%
3 Healthcare 13.76%
4 Consumer Discretionary 10.95%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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58
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60
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62
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64
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65
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3